Shelton Capital Management | Real Investment Insights

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Aug 2026

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About the show

Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric customer service. Founded in 1985, the company provides mutual funds, ETFs, ETF-Based Portfolios, and separately managed accounts to the clients of wealth managers, retirement plans, and individual investors. As of January 31st, 2026, the firm manages more than $7 billion in assets across fixed income portfolios, U.S. equity and international equity strategies, ESG solutions, and equity income products leveraging our expertise in options. Over the decades, we’ve collected awards from established sources such as Morningstar, Lipper, Forbes Advisor, and Pension & Investments. The company continues to add key employee talent and expand their institutional expertise. Shelton is headquartered in Denver, Colorado with additional offices in San Francisco. For more information, visit www.sheltoncap.com

Listen to episodes

11 recent

August 3, 20266 min

Two Timely Ways to Diversify Beyond Mega-Cap Tech Right Now

After years of a narrow group of technology and microchip stocks driving most of the market's gains, recent volatility is a reminder of what concentration risk feels like in practice. Semiconductor names have swung sharply in recent weeks, and the turbulence has spilled into the broader tech-heavy indexes that many portfolios now lean on heavily for returns. Investors that watched their allocations grow increasingly tied to this one sector of the market may want to rebalance and diversify into areas less correlated with tech's next move and position their portfolios for what's driving the broader economy.

July 19, 202614 min

July Monthly Review and Outlook

In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, explains why the U.S. economy remains resilient despite geopolitical tensions, softer headline GDP growth, and continued market volatility. Private sector activity appears stronger than overall GDP suggests, supported by business investment, consumer spending, and government outlays. At the same time, a tight labor market, cooling inflation, and improving corporate earnings continue to support a cautiously optimistic outlook. While periods of volatility may continue, Shelton Active Allocation Solutions remains overweight equities, with an emphasis on U.S. markets, while favoring high-quality asset-backed and mortgage-backed securities within fixed income. To learn more, visit: https://advisor.sheltoncap.com/investment-solutions/separately-managed-accounts/active-allocation-solutions/

June 18, 20266 min

June Review & Outlook: Despite Uncertainties the U.S. Economy Powers On

In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, discusses that despite ongoing conflict in the Middle East, the U.S. economy is showing signs of accelerating growth in the second quarter after a relatively soft start to the year. As often happens, stock market volatility is creating a lot of unease that masks the positive fundamentals. Legitimate concerns about stock market valuations are being stoked by unnerving headlines that ignore solid, and even improving, economic fundamentals. This can be a harsh reality in a mid-term election year, especially given the 24-hour news cycle, though we think that volatility creates opportunity for investors. Read on at https://www.etftrends.com/etf-strategist-content-hub/despite-uncertainties-the-u-s-economy-powers-on/

June 15, 20267 min

Fixed Income Markets in a Higher for Longer Environment

Interest rates remain one of the primary concerns for investors as Kevin Warsh has officially assumed leadership at the U.S. Federal Reserve (Fed). While we believe the possibility of a rate cut has diminished considerably, we are not yet expecting additional rate hikes. In our view, Warsh is likely to chair the board independently and pragmatically in an environment that would make it difficult to justify easing policy while inflation remains elevated. At the same time, we do not anticipate an aggressive tightening stance. Instead, the new Fed Chair may adopt a patient, “wait and see” approach as he evaluates incoming economic data and evolving market conditions. Read the full update: https://www.etftrends.com/etf-strategist-content-hub/fixed-income-markets-in-a-higher-for-longer-environment/

May 22, 202612 min

May Review & Outlook: Higher Food and Energy Prices Are Not Enough to Derail the U.S. Economy

In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, discusses why higher food and energy prices are pressuring consumers, but may not be enough to derail the broader U.S. economy. He examines the economy’s reduced sensitivity to these costs, the role of labor supply in today’s job market, and why inflation may stabilize as shelter costs and other price pressures begin to level out.

April 27, 20266 min

The Fed Pivot: What a Policy Shift Could Mean for Markets

In this episode of Real Investment Insights, Client Portfolio Manager, Jonathan Bernstein, and Senior Portfolio Manager, Gary Stringer, discuss how a potential shift in Federal Reserve leadership could influence interest rates, balance sheet policy, and bank reserves. Tune in for a thoughtful conversation on how changes in Fed policy may affect markets and the broader economy. To learn more, visit sheltoncap.com/stringer.

April 27, 20266 min

When Currency Matters: Navigating International Equity Returns

In this episode of Shelton Capital Management’s Real Investment Insights, Jonathan Bernstein, Client Portfolio Manager, is joined by Gary Stringer, Senior Portfolio Manager, to discuss how currency movements can shape international equity returns. They explain why foreign investing involves more than just stock selection, how shifts in the U.S. dollar can create tailwinds or headwinds for returns, and where currency-hedged ETFs may fit into a portfolio. To learn more, visit sheltoncap.com/stringer

April 20, 202610 min

April Review & Outlook: Beyond the Headlines, A Broader Opportunity Emerges.

In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, shares our first quarter 2026 review and outlook. He discusses why recent geopolitical volatility has dominated headlines, but may be obscuring a more constructive story underneath: a broadening U.S. economic expansion, rising business investment, improving industrial activity, and new opportunities across equities and fixed income. To learn more, visit: https://www.sheltoncap.com/investment-solutions/stringer-risk-managed-strategies/ Prefer to watch the video? Visit: https://youtu.be/_osKOglHRpU

April 10, 20265 min

Prosperity Engine

What is powering the U.S. economy as we move through 2026? In this episode of Real Investment Insights, Client Portfolio Manager, Jonathan Bernstein, sits down with Sr. Portfolio Manager, Gary Stringer, to discuss the role of productivity, capital investment, onshoring, AI, and infrastructure in shaping the economic backdrop. Watch now to hear their perspective on what businesses are investing in, why productivity trends matter, and what these developments could mean for markets and the economy. For more information, visit sheltoncap.com, contact Shelton Capital Management at (800) 955-9988 or info@sheltoncap.com. Prefer to watch the video? Click here: https://youtu.be/SR00cT9oQyg

April 10, 202610 min

Rotation, Not Recession: A Broadening Market Emerges

» Market Rotation: Volatility seems the most concentrated in software businesses, while market leadership is broadening toward other sectors. » Economic Resilience: Ending 2025 with 4% growth, the economy remains strong and supported by U.S. Federal Reserve rate cuts, unlike the 2000’s Tech Bubble. » Private Sector Strength: Core economic health remains steady and quietly strong when excluding volatile trade data. » CapEx Growth: Rising corporate investment in property and equipment points toward sustained productivity and industrial gains in the coming years. » Labor Stability: After hitting a floor in late 2025, we expect jobs growth to stabilize around 100,000 per month, which approximates the labor force growth.